Capital Allocators – Inside the Institutional Investment Industry Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
Apr 8, 2019
Marcel van de Hoef, creator of the Meeting Strategist podcast, guides professionals in refining their meeting and communication skills. In their conversation, they delve into Ted's interactions with Warren Buffett, explore the traits of successful active managers, and the structure of impactful manager meetings. Marcel highlights the essential role of culture and effective listening tools in investment discussions. They also touch on personal anecdotes that illuminate the art of effective communication and the evolution of interview styles.
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Episode notes
Early Interest in Investing
- Ted Seides's interest in investing stemmed from his father watching financial news and his enjoyment of betting on horse races.
- A class with David Swenson at Yale led to a job at the Yale Investments Office, sparking his career in manager selection.
Learning Through Experience
- Working at Yale provided invaluable experience in manager selection, but practical experience is crucial for true learning in any field.
- Real learning comes from implementation and making mistakes, not just studying theory.
The Buffett Bet Letter
- Ted Seides secured a meeting with Warren Buffett by referencing Buffett's fee challenge, using relevant investment aphorisms, and demonstrating familiarity with Buffett's preferences.
- The letter's playfulness reflected Seides's natural writing style, contributing to its success.
